Directory Apps - Tableau | Marketplace Installation Guides - Zoho One

Tableau for Zoho DIrectory

Configure SAML in Zoho One

  1. Sign in to the Zoho One Admin Panel.
  2. Go to Marketplace, then use the search bar to find and install Tableau.
    Tableau's installation page in Zoho Marketplace
  3. Name your app and enter your Alias ID.
    4. Note: To find your Alias ID, sign in to Tableau, click Settings from the sidebar, click Authentication, then click Edit Connection under SAML. The Alias ID can be found inside the Tableau Online entity ID, in the following format:
    "https://sso.online.tableau.com/public/sp/metadata?alias={Alias ID }"
  4. If you want to test the SAML configuration before allowing users to access Tableau, uncheck Display app to users.
  5. Click Add.
  6. Click Manage Application, then Single Sign-On.
  7. Click Service Provider Details to check and verify the SP details. You can also edit them, if needed.
  8. Under Attribute Mapping, enter the following details:
    1. Enter "FirstName" under Attribute Name, then select First Name under Attribute Value.
    2. Click , enter "LastName" under Attribute Name, then select Last Name under Attribute Value.
      Attribute mapping in the Zoho One Admin Panel
  9. Click Identity Provider Details, then download the IdP Metadata.
    Identity provider details needed to configure SAML in Tableau

  10. Click Assign Users, choose yourself from the list, then click Assign.

Configure SAML in Tableau

  1. Sign in to your Tableau account.
  2. Click Settings in the sidebar, then click Authentication.
  3. Check Enable an additional authentication method, choose SAML, then click Edit Connection.
  4. Upload the IdP Metadata file under Import metadata file into Tableau Online and click Apply.
  5. Click Test Connection. If everything is working, you should be shown the SSO User Details page, with all fields filled.

Enforce SAML SSO

After successfully testing SSO, you can enforce it for all users. Once this is done, your users will no longer be able to sign in using their Tableau credentials. To restrict users to SSO:
  1. Sign in to your Tableau account.
  2. Click Settings in the sidebar, then click Authentication.
  3. Click zoho.com (SAML) under Default Authentication Type for Embedded Views.

Make app visible to all users

After successfully testing the SSO, you can make Tableau available for all users to access from their My Apps pages.

To make Tableau visible to all users:
  1. Sign in to the Zoho One Admin Panel.
  2. Go to Applications, then click Tableau.
  3. Click Edit, check Display app to users, then click Update.
    Displaying Tableau to all users
  4. You can now access Tableau from Zoho One's My Apps page.